Data sourced from ASIC Financial Advisers Register
Financial Adviser · CARINGBAH, NSW

Brett Raymond Stokes

18 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000325465

Brett Raymond Stokes is a financial adviser based in Caringbah, New South Wales, with 18 years of experience in the financial services industry. Brett is currently authorised under Akumin Financial Planning Pty Limited. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Brett is a member of MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
ThreeSixty
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Higher Education Pty Limited
2014
SMSF Course
University of Adelaide
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
May 2008 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register